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Here is my Excel template to keep track of all of my credit card stuff.

The first tab contains the instructions. I included some of my own entries as examples so you will know what to fill in where.

I put in almost everything possible I could think of. Only thing I'm missing that I didn't get around to adding is the spending bonuses by category (e.g. travel, gas, etc.).

Enjoy. If you have any suggestions, comments, or improvements, Please let me know, I'd love to fix it.

Update- when editing, DO NOT modify any of the tables in the Dashboards (except expected money and debts), ONLY modify data in the Credit Card master sheet and Bank master sheet. The Dashboards contain what is called Pivot Tables and they automatically update when you refresh the data.

I'm not sure how to include an attachment in a wiki, so the file can be downloaded from the first post in this thread.
Download
« Last edited by shoobi on October 11, 2015, 09:21:06 PM »

Author Topic: Master Excel Template for keeping track of all Credit Card stuff  (Read 17309 times)

Offline shoobi

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Hey guys, so I recently got totally obsessed with Microsoft Excel, and learned lots of really neat stuff you can do with it. I saw that other bloggers shared their Excel templates to keep track of stuff, but I thought their's were too simple, so I made my own. I use it personally and I love it.

I want to share it with the DDF community, you can download it here.

The first tab contains the instructions. I included some of my own entries as examples so you will know what to fill in where.

I put in almost everything possible I could think of. Only thing I'm missing that I didn't get around to adding is the spending bonuses by category (e.g. travel, gas, etc.).

Enjoy. If you have any suggestions, comments, or improvements, Please let me know, I'd love to fix it.

Offline shoobi

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #1 on: June 21, 2015, 06:45:24 PM »
If there's already a thread about this, I don't know where it is.

Offline PTU

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #2 on: June 21, 2015, 06:50:21 PM »
There is a thread but +1 to the workbook.

Like how "tax refund" is part of the template.. :-X

Offline shoobi

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #3 on: June 21, 2015, 06:51:10 PM »
Thanks! Yeah, I was expecting a tax refund, so it's in my income section :)

Offline AJK

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #4 on: June 21, 2015, 08:03:03 PM »
Appreciate you sharing.

Though I haven't had a chance to peruse the spreadsheet, in my experience, an excel spreadsheet that contains "almost everything possible"  is likely to be past the line of "worth it to maintain."

At some point, the juice ain't just worth the squeeze. That said, I personally use a detailed spreadsheet, but limit the fields to absolute necessities for my personal habits.
2015: 116K bkd | 1.6M brnd | F: OZ,NH,AA,EK | J: UA,CA,TK,DL,TN,AF,VA | LIH,NRT,ROR,PEK,CNS,BOB,MEL,TLV & Pacific Hopper

Offline shoobi

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #5 on: June 21, 2015, 08:07:52 PM »
Appreciate you sharing.

Though I haven't had a chance to peruse the spreadsheet, in my experience, an excel spreadsheet that contains "almost everything possible"  is likely to be past the line of "worth it to maintain."

At some point, the juice ain't just worth the squeeze. That said, I personally use a detailed spreadsheet, but limit the fields to absolute necessities for my personal habits.

take a look and let me know. i'd love the feedback

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #6 on: June 22, 2015, 01:50:05 AM »
take a look and let me know. i'd love the feedback

You put a lot of work into it, looks very professional and appreciate your sharing 

I have found for myself that if I keep it simple with just the info that I need ALL the time that it works better than all the details you have incorporated ,plus I like everything on one sheet when i print it  - But I have to say VERY NICE JOB!!

Offline 3yummyboys

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #7 on: June 22, 2015, 07:41:55 AM »
Thanks for sharing

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #8 on: June 22, 2015, 10:47:27 AM »
Impressive work! Although seems like way too much work for me. Quicken may cover most of that stuff automatically.
See my 5 step program to your left <--

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Offline benjie1305

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #9 on: June 22, 2015, 10:59:24 AM »
Wow - still need to take a closer look but this looks very extensive and detailed. Looks like I could adapt a few things into my sheet possibly. Thanks for sharing.
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Offline shoobi

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #10 on: June 22, 2015, 11:05:14 AM »
Thanks guys. If there's demand for it, I could create a simplified version.

Chime in with which fields you would want

Offline loveddeals

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #11 on: June 22, 2015, 11:08:36 AM »
Wow, Impressive work!

I have always wanted to learn Excel in more detail, and now I can see some of the stuff it can do.  Can you (and others) please share how to & where to learn lots of really neat stuff about Excel.

Offline shoobi

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #12 on: June 22, 2015, 11:12:26 AM »
Wow, Impressive work!

I have always wanted to learn Excel in more detail, and now I can see some of the stuff it can do.  Can you (and others) please share how to & where to learn lots of really neat stuff about Excel.

I'd love to. I actually learned the basics in a class I took in college, but then learned a lot on my own. Mostly through experimentation... And also from downloading other blogger's spreadsheets and seeing what they did in them.

I'll see if I can find good links of tutorials to post... although feel free to ask me any questions you have in excel, i love playing around with it

Offline loveddeals

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #13 on: June 22, 2015, 11:30:40 AM »
I'd love to. I actually learned the basics in a class I took in college, but then learned a lot on my own. Mostly through experimentation... And also from downloading other blogger's spreadsheets and seeing what they did in them.

I'll see if I can find good links of tutorials to post... although feel free to ask me any questions you have in excel, i love playing around with it

I dont have any questions per se right now, just looking forward to learning new things. When you get time, please send me the links to the tutorials. TIA.

Offline Mordyk

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Re: Master Excel Template for keeping track of all Credit Card stuff
« Reply #14 on: June 22, 2015, 11:53:27 AM »
I'd love to. I actually learned the basics in a class I took in college, but then learned a lot on my own. Mostly through experimentation... And also from downloading other blogger's spreadsheets and seeing what they did in them.

I'll see if I can find good links of tutorials to post... although feel free to ask me any questions you have in excel, i love playing around with it
beautifully done. btw there are many people that would pay a lot for you to prepare such spreadsheets. charge min. $1500 if its so detailed. you would be surprised what the demand is for businesses